Journal.

In issue 761 of the Sea-Intelligence Sunday Spotlight, we analysed the share of capacity operated outside of major alliance structures on the Asia-North America West Coast trade lane. Sourced from Sea‑Intelligence’s Trade Capacity Outlook database, the data indicates that the share of non‑alliance capacity is rapidly diminishing on the Transpacific trade lane from Asia to North America West Coast (NAWC), dropping to levels not seen in a decade. Figure 1 shows the development

In issue 759 of the Sea‑Intelligence Sunday Spotlight , we analysed the 2025‑Q4 financial and operational performance of the major global container shipping lines. The reporting shipping lines recorded a combined EBIT of USD 392M in 2025‑Q4, representing a staggering collapse from the USD 7.60bn combined operating profit recorded in 2024‑Q4. This signalled not only a return to severe pre‑pandemic margin pressures but also wiped out the recovery momentum that was built through

In issue 758 of the Sea-Intelligence Sunday Spotlight, we analysed the 2025‑FY financial and operational performance of the major global container shipping lines. The data indicates that the industry has achieved a soft landing rather than a catastrophic crash, with the reporting carriers recording a combined USD 15.4bn EBIT for 2025. While this represents a significant cooling from the USD 35.4bn operating profit seen in 2024 – and remains a fraction of the 2021‑2022 peaks –

In issue 757 of the Sea-Intelligence Sunday Spotlight, we evaluated the operational nature of the Asia-Europe trade following the December 2023 shift to the Cape of Good Hope routing. We found that carrier networks have not reached operational equilibrium, leaving the market increasingly bifurcated by distinct transit time strategies and performance disparities. Figure 1 illustrates this structural divergence across different Asia-Europe sub‑region corridors. The most signifi